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Mass Payments from Clients |
  
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Mass Payments from Clients |
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Multiple payments from clients can be created according to existing invoices and linked with them.
1. To open Mass Payments window, open Payments from Clients window and then click Mass Payments button (shortcut Alt+M).
2. This will open Mass Payments window:
| • | Select the clients, whose invoices you wish to mark as paid, by double-clicking check box in front of this client. |
| • | Select one of the available payment |
- One Payment per Client (one payment from Client, covering the whole due amount of outstanding invoices);
- One Payment per Invoice (separate payments, covering due amount of each outstanding invoice).
- Phantom Payments (phantom payments will be created to over unpaid balance of invoices of selected clients).
3. You can filter the clients displayed in the list by adjusting Local Client Filter. To do so click Edit button.
4. After selecting the required clients and setting up mass payment options, click Generate button. The program will start to create payments, which will be indicated by a progress bar.
5. Once all specified payments have been generated, Mass Payments window will display the number of new payments per each freelancer.
Note: Once the payments have been generated, they can be opened and edited in Payments from Clients window or Payments tab of Client window.
Note: To quickly select multiple clients by certain criteria, first apply Local Client Filter, and then, once the list contains only clients you need — click Select All button.
Note: If you need to create payments for one or several clients, you can click Clear All button do deselect all list.